Lake Havasu City Historical Society

Nonprofit profile at a glance

EIN
860896576
IRS 990-EZ coverage
2017–2025
Forms available
Form 990-EZ 2025, Form 990-N 2013
Location
Lake Havasu City, AZ, USA
Phone
9288544938
Rating
37
Verdict
REVIEW
Rating confidence
Moderate
Sector
Historical Societies & Historic Preservation

Official website

Reported finances

Revenue
$30,262
Expenses
$24,060
Assets
$76,923
Liabilities
$6,374

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • Melanie Preston (Board of Directors President)
  • Julie Usher (Executive Director)
  • Jillian Usher (Board of Directors Vice President)

People named in this filing

  • Melanie Preston (Board of Directors President)
  • Donn Haedtke (Board of Directors Treasurer)
  • Julie Usher (Executive Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Entity sponsors educational programs and events with the purpose of raising awareness of the history of the city and area. The educational programs include tours of the museum for school children, weekend classes. The tour attendance is approximately 75 students per month. The weekend class attendance varies from 25 to. 200 students each session. The museum has approximately 4000 visitors per year.

What it reported doing in 2025

Young Curators Program assists local youth in learning the history of the area and the operations of the museum. Supplies purchased for children educational program 124 July expense for children craft day 74 educational books 98

Operating model

Revenue model
Donor-supported. 68% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

REVIEW - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 82
  • Sustainability: 60
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0.1%; rating input score 0
  • Program expense ratio: 0.2%; rating input score 0

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 20.5%; rating input score 72; 72nd percentile among comparable filings
  • Total-asset coverage ratio: 3.2; rating input score 76; 76th percentile among comparable filings
  • Liabilities to assets ratio: 0.08; rating input score 16; 16th percentile among comparable filings
  • Officer compensation ratio: 0.1%; rating input score 12; 12th percentile among comparable filings

Growth

  • Program expense growth: -34.8% per year; rating input score 0; 12th percentile among comparable filings
  • Revenue growth: -2% per year; rating input score 0; 42nd percentile among comparable filings
  • Asset growth: 3.6% per year; rating input score 100; 51st percentile among comparable filings

Details

  • Where the money goes: 0.1% of revenue deployed · 0.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $41 in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 9 filing years from 2017 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 12/100.
  • High — Sustainability: Liabilities to assets ratio scored 16/100.